Fees Schedule


Individual (AUD $) (Ex GST) from
Couple (AUD $) (Ex GST) from

(Pay on the spot)



On spot clients assumes 30 minutes for single, 1 hour for couple.



As an indication, a base return is seen as a standard employment statement, minor interest and minor tax deductions e.g. up to $600.
An advanced return is seen as a base return, plus other more complex income receipts including rental, interest, dividends, capital gains, and/or other advanced investment income.

Partner Hourly Rates (ex GST)

from (AUS $)
Partner Accounting


Partner Consulting


Accounting and Bookkeeping Hourly Rates (ex GST)

from (AUS $)
Senior Accountant/Manager




Senior Bookkeeping

Please note discounts apply to large engagements with Partner approval. E.g., Monthly Bookkeeping.


  1. INFORMATION FORMAT – The presentation of financial and tax information has a major bearing on the cost of preparing a tax return. Properly summarised interest, dividend and rental property information eliminates the accountants need to cite and calculate relevant figures. A summary page listing of transactions also assists.
  2. CAPITAL GAINS – Please note that, unless otherwise agreed, we do not maintain Capital Gains Tax registers for clients. Consequently the calculation of capital gain (or loss) on sale of shares, property and other capital appreciating assets can be quite an involved and time consuming process, especially when it involves calculation of the assets cost base (with DRP calculations).


Thank you for appointing us as your Tax Agent, Accountant and Business Consultant.
This brochure is to confirm our understanding of the terms of our engagement and the nature and limitations of the services we will provide.

Purpose, Scope and Output of the Engagement This firm will provide financial reporting (compilation) services and/or taxation services which will be conducted in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board Limited (APESB). The extent of our procedures will be limited exclusively for these purposes. As a result, no audit or review will be performed and, accordingly, no assurance will be expressed. Our engagement cannot be relied upon to disclose irregularities including fraud, other illegal acts and errors that may exist. However, we will inform you of any such matters that come to our attention.

Our professional services are conducted and the financial reports, taxation and other statutory returns will be prepared for distribution to the relevant specific organisation or party for the purpose specified or agreed, and for the purpose which it was prepared.
Where appropriate, our report will contain a disclaimer to this effect.

In conducting this engagement, information acquired by us in the course of the engagement is subject to strict confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed for by law, or with your express consent.

We wish to advise that our firm’s system of quality control has been established and maintained in accordance with the relevant APESB standard. As a result, our files may be subject to review as part of the quality control review program for the Institute of Chartered Accountants in Australia which monitors compliance with professional standards by its members. We advise you that by accepting our engagement you acknowledge that, if requested, our files relating to this engagement will be made available under this program. Should this occur, we will advise you and seek your consent.
Clients are required to arrange for reasonable access by us to relevant individuals and documents, and to be responsible for both the completeness and accuracy of the information supplied to us.

Any advice given to a client is only an opinion based on our knowledge of the clients’ particular circumstances.

The client, as a taxpayer, has the obligations under self assessment to keep full and proper records in order to facilitate the preparation of accurate returns.


The fee arrangement is based on the expected amount of time and the level of staff required to complete the taxation and/or statutory compliance and financial reporting services as agreed. This fee arrangement may be subject to change if the following circumstances should occur: other services are provided at the request of the client.

Please note, that we may render interim fees in the event that a client engagement exceeds two months activity.

We can also agree on fixed fee arrangements prior to engagement process by mutual agreement.

Limitation of Liability
Our liability is limited by a scheme approved under Professional Standards Legislation. Further information on the scheme is available from the Professional Standards Councils ‘website

Ownership of documents

All original documents obtained from the client arising from the engagement shall remain the property of the client. However, we reserve the right to make a reasonable number of copies of the original documents for our records. Our engagement will result in the production ot income tax returns, financial statements and other documents in hardcopy and electronic
tormat delivered to you via email or mail service to your registered address. Ownership of these documents will vest with you. All other documents produced by us in respect of this engagement will remain the property of the firm.

The firm has a policy of exploring a legal right of lien over any client documents in our possession in the event of a dispute. The firm has also established dispute resolution processes.

Confirmation of Terms

Acceptance of our services in conjunction with the information brochure indicates that you understand and accept the arrangements. This information will be effective for future engagements unless we advise you of any change.

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